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This was one of the more difficult personal finance decisions we have had to make: our financial advisor urged us to leave the money invested and family experiences showing the need for long term care. Brian and Madalyn patiently helped us navigate the process under a time pressure based on my age. I am grateful that our 55+ community had them in for a presentation.
Reid B.
Our treatment was professional all the way through. Brian laid out multiple options but promptly zeroed in on a best choice for our situation. His